Breakfast Workshop – Thursday, February 28th

Thanks for all that attended. Please let us know if you have any questions. Join us for breakfast as our client events start up again for this year. Breakfast will start at 7:30 at Neufeldt’s Restaurant in Aumsville. Ryan Coleman, Advisor Consultant with New York Life Investments will give us a market and economic update. Topics we will touch on include information on the new tax laws, the outlook for interest rates and how different policies may affect the financial markets. Please rsvp to our office as space is limited, and feel free to invite a friend. We hope you can make it.

*Ryan Coleman and New York Life Investments are in no way affiliated to Raymond James Financial.


Lunch Workshop in Lebanon – Wednesday, April 10th

Join us for lunch in Lebanon as Casey Miller from Hartford Funds leads our discussion. He will give us an update on the financial markets and the economy from Hartford’s perspective. With recent stock market movement it will be interesting to hear their projections for the remainder of the year and beyond. Lunch will start at noon at the James Gang Pizza in Lebanon. They have great pizza and will also have salad to choose from. Please rsvp to our office as space is limited. As always, please feel free to bring a friend.

*Casey Miller and Hartford Funds are in no way affiliated to Raymond James Financial.


Easter Egg Hunt – Saturday, April 13th at St. Mary

Please bring your young loved ones and join us for the annual Easter Egg Hunt. The hunt will start at 10 am at St. Mary Catholic School Campus located at 1066 N. 6th Ave. in Stayton. There will be gift packages for each child as well as grand prizes for the winners of the golden eggs. Please call our office to let us know the age of each of your younger loved ones that are coming so the Easter Bunny can get ready. This is a really fun event for the kids. We hope you can make it!


Lunch Workshop at Trexler Farm in Stayton – Wednesday, April 24th

Join us for our next lunch workshop at Trexler Farm. Duc Nguyen from Carillon Tower Advisers will give us an update on the economy and stock market. Carillon is a subsidiary of Raymond James Financial and is known for having quality managers with a solid risk-managed approach. With that perspective, it will be interesting to hear where they see things going from here. Trexler Farm is located 20146 Ferry Rd. SE in Stayton. Trexler always has an amazing spread of locally grown and sourced food. It will be a good one. So please invite a friend and join us. Please RSVP as space is limited.


Gardening Event at Wavra Farms & Nursery – Wednesday, May 8th

We are excited to host our annual nursery event again at Wavra Farms & Nursery. Diane Wavra will lead a demonstration on how to pot a plant as well as introduce the group to some new plants for this year. Wavra Farms & Nursery is located at 7882 Jordan St. SE, Salem, OR 97317. This event is thanks to Taylor Pierce from the Raymond James Asset Management Services group. As always, bring a friend along with you. We hope you can make it!


2019 Client Events

  • Breakfast Workshop – Thursday, February 28th
  • Lunch Workshop in Lebanon – Wednesday, April 10th
  • Easter Egg Hunt – Saturday, April 13th at St. Mary
  • Lunch Workshop at Trexler Farm in Stayton – Wednesday, April 24th
  • Gardening Event at Wavra Farms & Nursery – Wednesday, May 8th

2019 Holidays

The New York Stock Exchange holidays for 2019:

  • January 1st - New Year's Day
  • January 21st - Martin Luther King, Jr. Day
  • February 18th - Presidents' Day
  • April 19th - Good Friday
  • May 27th - Memorial Day
  • July 4th - Independence Day
  • September 2nd - Labor Day
  • November 28th - Thanksgiving Day
  • December 25th - Christmas Day

Our office will be closed in observance of these holidays.

Raymond James is not affiliated with the above organizations and/or charitable causes.